It’s LGBTQ+ Pride Month, and there’s no better way to celebrate than taking pride in your financial life! Buckingham’s @RyneVickery shares five steps to help #samesex couples create a wealth plan and get on the path towards financial freedom. buckinghamstrategicwealth.com/resources/inve…

Marriage Equality means Divorce Equality Here are some tips for navigating same-sex divorce... The Gay Divorcée thestreet.com/retirement-dai…

Not the focus today, but my job is to think about future planning opportunities + challenges… In light of today’s decision, and particularly the Thomas concurring opinion, I’m wondering whether same-sex couples should be considering reestablishing pre-Obergefell planning ASAP🤔

Here’s Some Key Financial Planning Advice for LGBTQ+ People barrons.com/advisor/articl… via Barron's Advisor Thanks Steve Garmhausen (he/him) for the interview!

BREAKING: The House has passed the Respect for Marriage Act, codifying same-sex marriage. The final vote was 267-157, with 47 Republicans voting "yea."

Welcome to the confirmation bias economy Want to see a recession? Just look at GDP, rates, inflation, retail & consumer sentiment Don't want to see a recession? Just look at the labor market, personal income & travel/services

Great summary of the proposed Inflation Reduction Act!

Had a great time speaking to the awesome and engaging students at Oglethrope last week! Thanks for having me!

Haven't posted here in a long time. Not because I haven't had opinions, but because I've been busy doing the work. Financial planning, real clients, real decisions, real consequences. Back to sharing what matters - not hot takes or stock tips. If you care about

With the new year brings a lot of “what to do with your money” advice. Most of it assumes: – stable income – predictable taxes – perfect behavior Real life doesn’t work that way.

If your financial strategy only works when markets cooperate, you don’t have a plan... you have a hope. Planning is about decisions before uncertainty shows up. That’s the work most people skip.

What’s the part of money you understand in theory but still feel unsure about in real life? Taxes? Investing? Spending? Talking with your partner?

Most people think financial success comes from picking the right investments. In reality, outcomes are driven by: – decisions under stress – tax drag – concentration risk – behavior during volatility None of those show up in “hot stock” articles.

The hardest part of my job isn’t markets or math. It’s helping people make decisions when there’s no perfect answer. That’s where planning actually matters.

A lot of financial advice sounds confident. Very little of it asks: What happens if this doesn’t go as planned? That question can change everything.